In this post, we’ll share ways to get sales teams excited about Account Engagement so they can be more productive with marketing leads …
1. Visibility into Account Engagement in Salesforce
– Add Engagement History to Contact Page Layout
– Easily edit the Contact record page in Lightning Builder
– Shows a log of all activities trackable prospects are doing
– Provides insights into prospects’ engagement level with emails and website visits
2. Benefits for the Sales Team
– Sales team gains insights into prospects they wouldn’t normally have
– Can see if prospects are opening marketing emails
– Sales team can gauge the level of engagement from the history
3. Considerations and Limitations
– Only cookied prospects show engagement history
– Cookied prospects must have clicked on an email or filled out a Pardot form
– Emails may show opened or clicked multiple times due to spam protection software
4. Bonus Tip: Page Actions
– Use Page Actions to trigger automated actions when a cookied prospect visits a specific page
– Designate priority pages to show up in the prospect’s Engagement History
5. Connecting Campaigns
– Account Engagement syncs relevant email engagement data directly into connected campaigns.
You can read it here: https://sfdc.blog/eUDsQ
Source from thespotforpardot-dot-com